Matthew Stanek (CRD# 5703652) is an Investment Advisor Representative working at Equitable Advisors, LLC in Morristown, NJ and has over 14 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors LLC | New York, NY | Oct 2020 - Current | 3 |
| Lakeland Financial Services Agency | Caldwell, NJ | Nov 2018 - Oct 2020 | 1 |
| Raymond James Financial Services Advisors Inc. | Montville, NJ | Feb 2018 - Oct 2020 | 2 |
| Raymond James Financial Services, Inc. | Montville, NJ | Oct 2016 - Oct 2020 | 4 |
| Lakeland Bank | Oak Ridge, NJ | Oct 2016 - Oct 2020 | 4 |
| J.p. Morgan Securities LLC | Upper Montclair, NJ | Oct 2012 - Oct 2016 | 4 |
| Jpmorgan Chase Bank Na | Paramus, NJ | Sep 2009 - Oct 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- CT
- FL
- ME
- NJ
- NY
- PA
- TX
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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